• Option 1: Directly in the Scaler Platform

• Option 2: Bulk upload using the Scaler Spreadsheet

• Option 3: Through a Data Request to other stakeholders (see article)

1. Add Directly in the Scaler Platform

Meter Setup

1. Navigate to the Data Collection Portal using the toggle in the top-right corner of your screen.

2. Find the desired asset and click the pencil icon to enter edit mode.

3. On the left-hand menu, select “Meters & Consumption”, navigate to the desired resource and click “Add meter”.

4. Under Meter details, complete all required fields (marked with a blue asterisk *).

5. Save the meter to close the edit drawer.

 

 

Adding Consumption

1. Reopen the meter and go to the Meter Consumption tab.

2. Fill in the corresponding consumption fields. These vary based on the meter details.
1. Consumption recording includes Consumption, Start date, End date
2. Meter reading includes Reading and Reading date
3. On-site, solar meters have a toggle to Estimate using solar panel data
4. Estimation waste meters include Number of bins , Volume of bins, Fill %

3. To attach supporting documents (e.g. invoices or supplier documentation), click the paperclip icon to upload a file or link.
 

 

2. Bulk Upload via Scaler Spreadsheet

1. In the Data Collection Portal, go to the Asset-level tab.

2. Select the relevant assets and click Download.

3. Choose the applicable resource type (energy, water, or waste) and select some or all of the fields in the Meter Details and Consumption sheets.
1. The Meter Details sheet, with the required fields, is always included when the Consumption sheet is downloaded.
2. The Asset Details sheet is included by default with each download.

4. Note: Guidance on expected values for each field/column is included in rows 7, 8, and 9.

Meter Setup

1. In the "Energy/Water/Waste Meters" sheet, add a new row and copy/paste:
• Scaler asset ID
• Client asset ID
• Asset name

2. Complete these required Meter detail fields:
• Meter ID (must be unique)
• Subcategory
• Source
• Area type
• Monitoring method
• Consumption format
• Purchased by
• Meter version start date

3. Fill out any conditionally required fields noted in row 9.

 

Adding Consumption:

1. In the "Energy/Water/Waste Consumption" sheet, copy/paste:
• Scaler asset ID
• Client asset ID
• Asset name
• Meter ID

2. Enter the relevant consumption data based on Consumption format:
• Consumption recording:
• Consumption start date
• Consumption end date
• Consumption value
• Meter reading:
• Reading date
• Meter reading

 

Uploading Your Spreadsheet

1. Save the updated spreadsheet.

2. Return to the platform and click Upload.

3. Drag and drop or browse to select the file.

 

1. Scaler will confirm the number of assets updated.

 

5. If there are errors, Scaler will flag and highlight the fields that need correction.

 

3. Data Request

Other Information

Tips for Meters & Consumption data

• A meter defines any point of consumption.
• Meters that are mapped between Scaler and a third-party should have the same structure, e.g. Consumption format.

• Meter IDs must be unique.

• If Covered area is not provided, Scaler defaults to the value of the matching floor area type from the “Floor Areas” section.

• If no Meter end date is provided, the meter is assumed to be active.

• Consumption periods can only overlap by 1 day within a meter.

Meters Included in Consumption Calculations

Meter-level Inclusion Criteria

• Meter version start date must fall before the reporting or calculation period.

• Meter version end date must be after the reporting or calculation period (or left blank).
• If the Meter version end date is in the past, the meter is inactive beyond that point.

• Include in calculations must be True.

Asset-level Inclusion Criteria

• Owned since: Data is included from this date onward.
• Some reports (e.g., GRESB Asset Spreadsheet) have a manual option to ignore Owned since for like-for-like comparisons.

• Status must be Standing Investment.

• Active must be set to True.